Coinvestment for the Family Office25 Oct 2020Wealthy families with entrepreneurial backgrounds are increasingly seeking direct private equity investments and looking for co-investment opportunities with other families or institutions. However, the risks can be very high and the practical obstacles much more substantial than is often appreciated.
Selling the Family Business25 Oct 2020The business is often the most valuable family asset, so the sale should not be considered in isolation from the wider interests and future intentions of the family. The use of proceeds and future careers of family members are important considerations in the long-term success of the family.
Beyond Paradise: English Trusts have a Future25 Oct 2020An unfortunate impact of the media assault on the ‘offshore sector’, prompted this time by the so called ‘Paradise Papers’, is that it tarnishes the reputation of Trusts more generally, whether onshore or offshore. The demand for a clampdown reflects the widespread view that trusts are primarily vehicles for tax avoidance and money laundering, with little understanding of the many other important functions which they serve.
The Role of Active Management in a Modern Portfolio25 Oct 2020Most investors will be well aware of the increasing popularity of so called ‘passive’, ‘index’ or ‘tracker’ funds in modern investment portfolios. This is a trend that has been much discussed in the press and has implications for the future role of more traditional active managers.